IMI has just completed
its best sales month ever - $480k
in September 2005. The company has continued to make steady progress with both
end customers (integrated device manufacturers (IDMs)) and the furnace manufacturers
(OEMs). As reported earlier, the company received a large order from an American
customer in May. Since May the company has received many additional qualification
orders as well as orders from customers already in production with IMI towers.
Customers already in qualification and OEMs have given IMI reports of impressive
performance in SiN, Polysilicon and Oxide processes. The company expects that
most of the customers currently in qualification will order additional products
in the next several months.
As reported in the last update, customers are increasingly demanding IMI supply
the full all-silicon hot zone (containing a: tower, liner, injectors and baffle
wafers) to address their particle problems in LPCVD processes. In high temperature
processes, customer focus on reducing the artifacts from wafer contact with
the tower (slip, loop dislocations and other smaller damage) has increased.
This has resulted in growing interest ring type towers which feature larger
contact area between the wafer and the tower thus minimizing the stresses at
the contact points. IMI has moved to address both these opportunities.
Since the last update, IMI has introduced new proprietary design Shelf Tower
into the market. The shelf tower represents an opportunity for IMI to further
reduce the customers risk of slip in high temperature process while adding
to IMIs revenue and margin. Initial process results at a large foundry are
encouraging.
The company is in the process of moving gas injectors from beta to production
mode. Several gas injectors are in qualification and the company just received
its first repeat order from a customer who completed qualification.
Liner tubes are just beginning qualifications. The company spent considerable
effort to develop repeatable manufacturing methods for the liner product. Customer
demand is high. The Company has orders in hand for several liner tubes for both
300mm and 200mm wafer geometries. These orders are from leading DRAM, foundry
and DSP producers. The liner product is still designated as a beta product,
but the company anticipates strong demand in the near future. Using an IMI tower,
a large DRAM producer observed a particle reduction in its polysilicon LPCVD
process of over 50%. This customer is convinced that adding a liner tube will
effect further significant particle reductions and has ordered two liner tubes
for qualification.